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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,450 | $109,908+14.1% | $97,161+29.1% | $145,978-14.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.36% | 243.80%-234.4pp | 75.36%-66.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,564 | $3,077-16.7% | $2,723-5.8% | $4,662-45.0% |
| Participant deferral / active EE | $11,067 | $4,679+136.5% | $4,265+159.5% | $6,690+65.4% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |